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Portfolio (Quarterly) Guide ↗

ABN AMRO INVESTMENT SOLUTIONS

· CIK 0002080520
13F Portfolio $11.5B AUM 796 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 48 New 426 Added 138 Reduced 61 Exited
Page 7 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LEN LENNAR CORP Consumer Cyclical 9,889.0 $895K 0.01% -1K -10.3% $90.49 -2.6%
122 ANNALY CAPITAL MANAGEMENT IN 39,629.0 $886K 0.01% -3K -7.2% $22.36
123 ICICI BANK LIMITED 29,686.0 $862K 0.01% -61K -67.3% $29.03
124 WPC WP CAREY INC Real Estate 11,834.0 $846K 0.01% -2K -12.6% $71.50 +0.1%
125 ALC ALCON AG Healthcare 12,500.0 $839K 0.01% -6K -31.7% $67.10 +9.8%
126 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 12,460.0 $803K 0.01% -6K -31.2% $64.45 +2.0%
127 TRU TRANSUNION Industrials 11,052.0 $797K 0.01% -538.0 -4.6% $72.14 +17.6%
128 PTC PTC INC Technology 6,941.0 $789K 0.01% -3K -31.0% $113.61 +35.8%
129 SSNC SS&C TECH HLDGS Technology 12,485.0 $775K 0.01% -1K -9.0% $62.05 +34.6%
130 DKS DICKS SPORTING GOODS INC Consumer Cyclical 3,412.0 $774K 0.01% -223.0 -6.1% $226.81 -20.9%
131 BALL BALL CORP Consumer Cyclical 12,379.0 $772K 0.01% -4K -26.6% $62.40 +3.2%
132 REGCO REGENCY CTRS CORP 9,343.0 $745K 0.01% -972.0 -9.4% $79.74
133 SPSC SPS COMM INC Technology 13,001.0 $743K 0.01% -522.0 -3.9% $57.17 +42.3%
134 BAP CREDICORP LTD Financial Services 1,830.0 $713K 0.01% -1K -42.6% $389.58 -2.5%
135 ROL ROLLINS INC Consumer Cyclical 13,732.0 $573K 0.01% -3K -20.0% $41.74 -10.7%
136 CRBG COREBRIDGE FINL INC 8,993.0 $257K 0.00% -1K -13.7% $28.63
137 XP XP INC Financial Services 14,600.0 $237K 0.00% -17K -53.4% $16.26 +5.0%
138 NU NU HLDGS LTD Financial Services 13,701.0 $183K 0.00% -107K -88.7% $13.36 +10.5%
Page 7 of 7  ·  138 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.8%
Financial Services 11.7%
Healthcare 10.8%
Industrials 9.4%
Consumer Cyclical 9.4%
Communication Services 6.3%
Basic Materials 3.5%
Consumer Defensive 3.1%
Real Estate 2.4%
Utilities 2.0%